When you connect your CRM to GReminders, in most cases you are doing this at the Organization Level. Meaning you...
Continue Reading
If you are hitting issues with your Users connecting their Salesforce account to GReminders you may be hitting permission issues...
Continue Reading
When you purchase one or more Notetaker Unlimited License(s) you will decide who those licenses should be assigned to. To...
Continue Reading
When you connect your CRM to GReminders, in most cases you are doing this at the Organization Level. Meaning you go to Org Settings > Integrations click through to your CRM you are using and connect it. The “User” you connect with is the “primary” connector that the system will interface with. Meaning that whatever […]
If you are hitting issues with your Users connecting their Salesforce account to GReminders you may be hitting permission issues with your Salesforce Org and GReminders. If the Admin has connected Salesforce to GReminders you will need to whitelist the GReminders App. Go to Salesforce Setup > OAuth Connected Apps Install the Connected App into […]
When you purchase one or more Notetaker Unlimited License(s) you will decide who those licenses should be assigned to. To apply AI Notetaker Licenses you must be an Administrator. Go to Org Settings > Users Click Edit next to the User Check the box under Extra Licenses, Notetaker License Hit Save. Repeat this for other […]
When your clients book meetings with you you can either use the Standard GReminders Thank you Page or you can redirect them to your own Custom Thank You Page. This article show you how you can customize the base Standard GReminders Thank you page with additional information. You must have Administrator Permissions for this, and […]
